Luke DillonCRD Number: 6154676
Current Firm: Raymond James & Associates, Inc.
Luke Dillon (CRD# 6154676) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Raymond James And Associates||Los Angeles, CA||Nov 2015 - Current||2|
|Ubs Financial Services Inc.||Century City, CA||Mar 2015 - Nov 2015||< 1|
|Ubs Financial Services Inc.||Florham Park, NJ||Apr 2013 - Mar 2015||1|
|Morgan Stanley||New York, NY||Jan 2013 - Mar 2013||< 1|
|Unemployed||Hoboken, NJ||Sep 2012 - Jan 2013||< 1|
|Emf Financial Products||New York, NY||Jun 2005 - Sep 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)